SBI Conservative Hybrid Fund vs HSBC Conservative Hybrid Fund compare
SBI Conservative Hybrid Fund - Regular Plan - Growth
HSBC Conservative Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9859 Cr | ₹157 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Mar 2001 | 24 Feb 2004 |
| Category | Conservative | Conservative |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 | NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| Turn Over | 252% | 27% |
| Expense Ratio | 1.54 | 2.17 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200K01859 | INF336L01099 |
| Exits Load | SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.83% | -0.29% |
| 6 Month | 3.56% | 3.39% |
| 1 Year | 6.07% | 6.24% |
| 3 Year | 10.05% | 10.65% |
| 5 Year | 10.94% | 8.82% |
SIP Return Analysis
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.53% | 1.05% |
| 1 Year | 8.13% | 7.29% |
| 3 Year | 9.42% | 10.03% |
| 5 Year | 9.59% | 9.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.45% | 9.21% |
| 3 Year | 8.55% | 8.47% |
| 5 Year | 8.47% | 8.85% |
Risk Management
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.34% | 4.64% |
| Sharp | 0.94% | 0.81% |
| Beta | 1.00% | 1.30% |
| Alpha | 0.81% | 0.74% |
Fund Managers
| Scheme Name | SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mahesh A Chhabria |
| Total AUM | ₹434274 Cr | ₹15021 Cr |
| Funds Managed | 43 | 9 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | HSBC Conservative Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 76.48 | 81.53 |
| Large Cap | 8.96 | 8.11 |
| Small Cap | 10.61 | 4.17 |
| Mid Cap | 3.95 | 6.2 |
Sector Allocation
| Scheme Name |
SBI Conservative Hybrid Fund - Regular Plan - Growth |
HSBC Conservative Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 75.63 | 81 |
| Energy | 1.52 | - |
| Consumer Cyclical | 1.73 | 5.67 |
| Basic Materials | 5.63 | - |
| Financial Services | 6.78 | 1.29 |
| Industrials | 5.21 | 8.68 |
| Healthcare | 1.69 | 0.01 |
| Consumer Defensive | 1.82 | - |
| Technology | - | 1.92 |
| Utilities | - | 0.53 |
| Real Estate | - | 0.88 |
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